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NBI Webinar

The 5 crucial steps for closing new clients in 2024

Top advisors are closing over 90% of referrals and over 60% of cold prospects. How do they do it? They all follow the same recipe. This webinar describes the 5 most crucial steps:

  • Setting up the initial appointment
  • Asking the right questions
  • The power of stories
  • Being an educator, not a salesperson
  • Handling objections

If you aren’t closing as many prospects as you want, you are missing an ingredient or maybe several. This webinar showcases the ingredients working for today’s top advisors.

Date : March 26, 2024, 11 AM EST

Speakers : Matt Hicken, Senior VP of Consulting at Bill Good Marketing

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Legal notes

This webinar is intended for advisors, wealth management firms, alternative product managers and sales representatives.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under license by National Bank Investments Inc.

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